Kuiu Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Kuiu Llc · EIN 270954749 · Plan #001
- Total assets
- $5.8M
- Net assets
- $5.8M
- Active participants
- 84
- With balances
- 112
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Legato Capital Management, Llc CRD 131704 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Legacy Capital Management | Investment advisory (participants) | $30,769 |
| Paychex, Inc. | Recordkeeping | $20,009 |